RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      2601TIMBER CREEK CAPITAL MANAGEMENT, LLC$12,084,008$519,612,353—$519,612,353
      2602TIMBERCHASE FINANCIAL, LLC$247,724$172,663,393—$172,663,393
      2603TIMONIER$605,993$307,916,449$101,128,983$409,045,432
      2604TINGEY ADVISORS INC$910,496$361,263,087$1,114,222$362,377,309
      2605TITANIUM ADVISORS, LLC$614,041$139,387,284—$139,387,284
      2606TITLETOWN WEALTH MANAGEMENT, LLC$122,940$110,400,000—$110,400,000
      2607TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      2608TOAMS FINANCIAL$160,367$140,000,000—$140,000,000
      2609TOBIAS FINANCIAL ADVISORS$420,712$628,000,000$22,000,000$650,000,000
      2610TOGETHER AND/OR TOGETHER PLANNING$245,003$103,114,729$521,723$103,636,452
      2611TOM JOHNSON INVESTMENT MANAGEMENT, LLC$308,395$1,795,478,023—$1,795,478,023
      2612TOPEL & DISTASI WEALTH MANAGEMENT, LLC$508,730$296,589,461—$296,589,461
      2613TORREY WEALTH, LLC$660,389$102,360,315—$102,360,315
      2614TORTOISE INVESTMENT MANAGEMENT, LLC$559,640$1,334,136,352$12,916,465$1,347,052,817
      2615TOTAL WEALTH ADVISORS, LLC$500,468$171,660,636—$171,660,636
      2616TOTAL WEALTH PLANNING, LLC$422,430$752,209,289$63,503,116$815,712,405
      2617TOWERCREST CAPITAL MANAGEMENT, LLC$488,937$606,770,591—$606,770,591
      2618TOWNELEY CAPITAL MANAGEMENT, INC.$2,530,581$954,028,878—$954,028,878
      2619TOWNSEND ASSET MANAGEMENT CORP.$378,455$351,095,062$16,006,172$367,101,234
      2620TOWNSEND WEALTH MANAGEMENT$350,236$130,786,655$1,252,229$132,038,884
      2621TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967—$492,913,967
      2622TRADEWINDS, LLC$361,313$267,371,971—$267,371,971
      2623TRAIL RIDGE INVESTMENT ADVISORS, LLC$866,497$244,039,562$4,645,160$248,684,722
      2624TRANQUILITY PARTNERS, LLC$779,251$420,294,656$37,905,056$458,199,712
      2625TRANQUILLI FINANCIAL ADVISOR, LLC$360,525$161,515,341—$161,515,341
      2626TRANSITIONS WEALTH MANAGEMENT, LLC$1,120,132$423,410,048—$423,410,048
      2627TRANSITUS WEALTH PARTNERS LLC$703,517$230,057,272$2,806,974$232,864,246
      2628TRANSPARENT WEALTH PARTNERS LLC$393,210$209,619,726$4,679,739$214,299,465
      2629TRAPHAGEN FINANCIAL GROUP$756,433$1,135,286,416$25,838,568$1,161,124,984
      2630TRAUB CAPITAL MANAGEMENT$1,581,289$148,641,154—$148,641,154
      2631TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC$453,498$465,226,086$3,690,625$468,916,711
      2632TRAYNOR CAPITAL MANAGEMENT$491,654$794,257,688$139,884,118$934,141,806
      2633TREASURE COAST FINANCIAL PLANNING, INC.$305,675$179,908,992$3,190,311$183,099,303
      2634TREBUCHET CONSULTING, LLC$980,555—$597,158,245$597,158,245
      2635TRED AVON FAMILY WEALTH, LLC$3,564,193$9,498,175$289,894,031$299,392,206
      2636TREE CITY ADVISORS, LLC$193,840$152,160,184$35,670,892$187,831,076
      2637TREEHOUSE WEALTH ADVISORS$568,424$185,334,789$7,929,529$193,264,318
      2638TRELLIS ADVISORS, LLC$387,969$458,354,046$3,717,501$462,071,547
      2639TRIAD FINANCIAL ADVISORS, INC.$423,577$942,142,652$22,341,178$964,483,830
      2640TRIAD INVESTMENT MANAGEMENT, LLC$1,893,121$124,945,961—$124,945,961
      2641TRICORD ADVISORS, INC.$217,582$175,588,316—$175,588,316
      2642TRIFECTA CAPITAL ADVISORS, LLC$2,378,159$297,269,926—$297,269,926
      2643TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
      2644TRINITY FINANCIAL ADVISORS LLC$422,714$360,574,741—$360,574,741
      2645TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
      2646TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
      2647TRINITY WEALTH MANAGEMENT LLC$2,755,102$270,000,000—$270,000,000
      2648TRINITY WEALTH MANAGEMENT, LLC$426,939$168,190,878$34,605,151$202,796,029
      2649TRISPERITY ADVISORS, LLC$341,028$236,472,231$2,247,464$238,719,695
      2650TRIUMPH CAPITAL MANAGEMENT$120,264$411,903,849—$411,903,849
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      Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

      For more information about the RIA Data Center, please contact InvestmentNews Research.

      Reprints: For reprints of these rankings, please contact Caroline Murphy.

      *Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

      Database last updated on July 2021.